Confirms months of planning for Iran event, congratulates Department of War, states US and Israel now have complete control of Iranian skies, and bombing campaign against ballistic missiles and bunkers is underway.

States the Iran conflict was a well-telegraphed geopolitical event, the crude market had already moved substantially over past two months, and Monday's move wasn't in top 50 crude moves. Criticizes biased reporting and urges looking through noise.

Says crude markets are very well supplied with hundreds of millions of barrels on water away from Gulf. Announces DFC will provide insurance for crude carriers and cargo ships after Lloyds nullified coverage, and US Navy will provide safe passage if needed.

Says market is very well supplied, coordinating with IEA, notes gigantic SPR globally. Highlights US energy dominance under Trump: all-time high production, exporter status, making this very different from Russia-Ukraine war in Feb 2022.

Says they are inside 12-24 hour window from announcement, DFC president had contingency plan for months, will move out to ship owners and brokers. States Iranian Navy is substantially degraded, most ships sunk, US has naval/air dominance.

Says it tells him markets live in the future and some are willing to look on other side of conflict, not at fantastical media accounts. Claims region is not on fire, Iranian attack capabilities degraded, US getting stronger, and most wholesome part of campaign just starting.

Confirms intentional campaign ordered by Trump last March. Predicted currency and economic collapse. Cut off dollar supply, sanctioned oil, kept funds out of Iran, leading to bank collapse in December, central bank printing, inflation, street protests, and economic crash, softening up Iran for military action.

Says China publicly urged Iran to allow passage. Notes China is very vulnerable, with >50% energy from Gulf. They had been paying big discounts for Venezuelan and Iranian crude (buying 95% of Iran's), now on hold.

Says Spanish government is terrible actor, only NATO member not meeting requirement (free rider), were highly uncooperative over weekend regarding US bases, putting American lives at risk.

Says likely this week under Section 122 (150-day authority). Expects studies on Section 301 and 232 tariffs, believes tariff rates will be back to old rate within 5 months via robust authorities that survived 4000 legal challenges.

Says unemployment rate not as low as expected, cites government net contraction in 2025, private sector job creation, and 2.5M illegal aliens leaving workforce. Government jobs at lowest % of workforce since 1966. Sees tech-driven productivity boom and capex boom creating construction then factory jobs. Very bullish on jobs market, notes strong temporary employment.

Says vendor doesn't get to insert use clause ex-post. Anthropic was part of a test suite, not mission-critical, will be out of system in days. Naming them supply chain threat means contractors can't work with them either. Calls it very bad behavior.

Final message: Things going very well, Iranians made mistake bringing Gulf allies into fight. Urges viewers to watch news, not commentary.